We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$240K +$735 +17 +0.3%
HCM
402
Highlander Capital Management
New Jersey
$235K -$32.4K -750 -13%
MWM
403
Mission Wealth Management
California
$235K
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$235K +$216K +5,000 New
SP
405
Symmetry Partners
Connecticut
$233K
YIA
406
YHB Investment Advisors
Connecticut
$233K
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$232K +$41.3K +955 +24%
CB
408
Commerce Bank
Missouri
$232K +$214K +4,944 New
Focus Partners Wealth
409
Focus Partners Wealth
Massachusetts
$228K -$83.3K -1,927 -28%
UB
410
UMB Bank
Missouri
$228K +$1.38K +32 +0.7%
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$228K +$210K +4,858 New
GC
412
Guggenheim Capital
Illinois
$226K +$208K +4,808 New
SYBT
413
Stock Yards Bank & Trust
Kentucky
$225K +$207K +4,800 New
A
414
AlphaQuest
New York
$222K +$205K +4,734 New
IPAM
415
Investment Partners Asset Management
New Jersey
$220K +$203K +4,696 New
DWP
416
Daymark Wealth Partners
Ohio
$220K +$203K +4,687 New
JIP
417
Jaffetilchin Investment Partners
Florida
$219K +$202K +4,672 New
MCP
418
Mirador Capital Partners
California
$219K +$202K +4,666 New
EFG
419
Everhart Financial Group
Ohio
$216K +$199K +4,607 New
VI
420
Vestcor Inc
New Brunswick, Canada
$214K -$1.38K -32 -0.7%
CGH
421
Crossmark Global Holdings
Texas
$214K +$197K +4,561 New
Envestnet Portfolio Solutions
422
Envestnet Portfolio Solutions
Illinois
$212K +$195K +4,514 New
HA
423
Herold Advisors
New York
$211K +$195K +4,500 New
TI
424
Tidal Investments
Wisconsin
$202K +$186K +4,307 New
ACA
425
Atlas Capital Advisors
Wyoming
$194K +$178K +4,125 New